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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,211 | $169,237+52.6% | $129,339+99.6% | $145,978+76.9% |
| Participation rate | 19.0% | 76.5%-57.4pp | 69.6%-50.6pp | 80.3%-61.2pp |
| Annual return | 22.49% | 14364.43%-14341.9pp | 9437.05%-9414.6pp | 550.52%-528.0pp |
| Employer contribution / active EE | $251 | $5,540-95.5% | $4,154-94.0% | $4,662-94.6% |
| Participant deferral / active EE | $1,510 | $4,991-69.8% | $4,170-63.8% | $6,690-77.4% |
| Admin fee / account holder | $1,811 | $9,882-81.7% | $7,668-76.4% | $13,400-86.5% |